Check the box which indicates whether the adjustment in trust funds should be immediate
or deferred. In some cases, the adjustment cannot be made until an overpayment has
been recovered, in which case, the “deferred” box must be checked. If the deferred box is checked, enter the month and year in
which the action will mature.
If prior to the maturity of the deferred action, it is necessary to revise the original
determination, a revised form should be prepared and the carbon copy of the incorrect
form should be removed from the folder and marked “Cancelled.” The Records Analysis Clerk should forward the cancelled form to the Fiscal Control
and Audit Branch. The Fiscal Control and Audit Branch is responsible for pulling the
original SSA-666 and destroying both forms.
Enter under “Remarks” any information which may be helpful in effecting the adjustment in the trust fund